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Ameriprise Financial

1,383 hedge funds and large institutions have $34.9B invested in Ameriprise Financial in 2026 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 477 increasing their positions, 507 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% less ownership

Funds ownership: 86.07%86.07% (-0.01%)

6% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 507

3% less funds holding

Funds holding: 1,4241,383 (-41)

11% less capital invested

Capital invested by funds: $39.2B → $34.9B (-$4.36B)

12% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 134

15% less call options, than puts

Call options by funds: $39.1M | Put options by funds: $45.7M

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
1,383
Holders Change
-41
Holders Change %
-2.88%
% of All Funds
17.03%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
118
Increased
477
Reduced
507
Closed
134
Calls
$39.1M
Puts
$45.7M
Net Calls
-$6.65M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
576
EPG Wealth Management
Georgia
$1.24M +$41.4K +86 +3%
BEI
577
Benjamin Edwards Inc
Missouri
$1.24M +$368K +763 +38%
Envestnet Portfolio Solutions
578
Envestnet Portfolio Solutions
Illinois
$1.24M -$4.94M -10,253 -79%
FFA
579
Farther Finance Advisors
California
$1.24M +$18.8K +39 +1%
SC
580
Syon Capital
California
$1.23M -$11.6K -24 -0.9%
PAM
581
Palisade Asset Management
Minnesota
$1.21M
PWM
582
Prentice Wealth Management
New York
$1.2M -$39K -81 -3%
NDSIB
583
North Dakota State Investment Board
North Dakota
$1.2M -$282K -586 -18%
ACP
584
Argyle Capital Partners
California
$1.19M
TCIIS
585
TIAA-CREF Individual & Institutional Services
New York
$1.18M +$1.28M +2,665 New
4WM
586
44 Wealth Management
Oregon
$1.16M -$64.6K -134 -5%
CFO
587
Cambient Family Office
Michigan
$1.16M +$30.4K +63 +2%
MW
588
Merited Wealth
Florida
$1.15M +$1.24M +2,580 New
Fayez Sarofim & Co
589
Fayez Sarofim & Co
Texas
$1.14M -$67.9K -141 -5%
FHC
590
First Horizon Corporation
Tennessee
$1.14M -$180K -374 -13%
CBA
591
Coastal Bridge Advisors
Connecticut
$1.14M -$439K -911 -26%
BAM
592
Belpointe Asset Management
Nevada
$1.14M +$419K +869 +51%
TVPW
593
Third View Private Wealth
Connecticut
$1.13M -$26.5K -55 -2%
BFA
594
Brendel Financial Advisors
New Hampshire
$1.13M -$209K -434 -15%
VSQM
595
V-Square Quantitative Management
Illinois
$1.12M -$8.67K -18 -0.7%
SAM
596
Securian Asset Management
Minnesota
$1.12M
MSA
597
MUFG Securities Americas
New York
$1.12M +$11.1K +23 +0.9%
GT
598
Greenleaf Trust
Michigan
$1.12M -$10.6K -22 -0.9%
KRSITF
599
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.12M
EI
600
EFG International
$1.11M -$305K -633 -20%